Forecast by Employee

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Forecast by Employee

The sales opportunity report will give you a list of outstanding sales opportunities grouped by the employee. The In Progress sales opportunities are the only records included within this report. Select the employee (users) you wish to include in the report and indicate whether they shop to be kept to their pages (for easier distribution). The report can be filtered and grouped by sales opportunity category code.

 

salesOpp_employeeCat

 

Default report for Sales Opportunity by Employee

Default report for Sales Opportunity by Employee